Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VVV
Valvoline Inc

Energy
5.45K
+ 1281.65%
$34.44 - $40.19 $188K - $219K
5.87K $204K
GFS
Globalfoundries Inc.

Technology
7.3K
+ 54.63%
$36.53 - $46.01 $267K - $336K
20.7K $762K
SCS
Steelcase Inc

Industrials
17.2K
New
$10.57 - $12.53 $182K - $216K
17.2K $188K
SITE
Site One Landscape Supply, Inc.

Industrials
1.74K
+ 76.77%
$120.25 - $147.7 $209K - $256K
4K $485K
SPTN
Spartan Nash CO

Consumer Defensive
7.53K
+ 42.73%
$17.43 - $20.97 $131K - $158K
25.1K $509K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
7.34K
+ 45.72%
$14.09 - $18.05 $103K - $133K
23.4K $417K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
36.7K
+ 157.87%
$4.22 - $7.74 $155K - $284K
59.9K $375K
RKT
Rocket Companies, Inc.

Financial Services
15.5K
New
$10.28 - $15.77 $160K - $245K
15.5K $187K
STLD
Steel Dynamics Inc

Basic Materials
1.9K
+ 6.76%
N/A
30K $2.94M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
11.2K
New
$16.23 - $22.23 $182K - $250K
11.2K $186K
ICFI
Icf International, Inc.

Industrials
3.59K
+ 102.46%
$77.68 - $133.28 $279K - $478K
7.09K $602K
PFGC
Performance Food Group CO

Consumer Defensive
3.36K
+ 25.16%
$74.86 - $90.93 $251K - $305K
16.7K $1.31M
FNB
Fnb Corp

Financial Services
20.2K
+ 31.03%
$13.08 - $15.95 $264K - $321K
85.1K $1.14M
NUDM
Nuveen Esg International Devel

ETFs
1.8K
+ 2.52%
$29.75 - $33.12 $53.4K - $59.5K
73K $2.33M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
27.6K
+ 71.94%
$5.59 - $8.46 $154K - $233K
66K $424K
RMD
Resmed Inc

Healthcare
1.43K
+ 5.02%
$219.7 - $257.65 $315K - $369K
29.9K $6.7M
SD
Sandridge Energy Inc

Energy
17K
+ 46.81%
$10.94 - $12.67 $186K - $215K
53.3K $608K
RRC
Range Resources Corp

Energy
1.81K
+ 6.49%
$35.22 - $41.29 $63.8K - $74.8K
29.7K $1.19M
ACCD
Accolade, Inc.

Healthcare
26K
New
$3.35 - $7.01 $87.3K - $183K
26K $181K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.01K
+ 25.94%
$59.78 - $60.03 $180K - $180K
14.6K $873K
GTES
Gates Industrial Corp PLC

Industrials
9.86K
+ 5766.08%
$18.41 - $23.51 $182K - $232K
10K $184K
IYK
Ishares U.S. Consumer Staples

ETFs
584
+ 2.52%
$63.29 - $71.8 $37K - $41.9K
23.7K $1.7M
MLAB
Mesa Laboratories Inc

Technology
2.14K
+ 38.01%
$118.66 - $154.76 $254K - $332K
7.79K $923K
RMBS
Rambus Inc

Technology
4.52K
+ 8.85%
$51.55 - $68.59 $233K - $310K
55.6K $2.88M
MLPB
Ubs Ag

ETFs
6.21K
+ 244.78%
$25.39 - $28.04 $158K - $174K
8.75K $242K
HOG
Harley Davidson, Inc.

Consumer Cyclical
11.5K
+ 49.82%
$24.13 - $30.02 $277K - $345K
34.6K $872K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
7.46K
+ 69.2%
$20.29 - $22.36 $151K - $167K
18.2K $402K
NN
Nextnav Inc.

Communication Services
14.9K
+ 1216.54%
$9.4 - $16.11 $140K - $239K
16.1K $195K
KROS
Keros Therapeutics, Inc.

Healthcare
17.3K
New
$10.15 - $16.1 $175K - $278K
17.3K $176K
MTW
Manitowoc CO Inc

Industrials
20.6K
New
$8.4 - $12.16 $173K - $250K
20.6K $176K
TRNO
Terreno Realty Corp

Real Estate
2.34K
+ 35.62%
$57.4 - $68.5 $134K - $160K
8.91K $563K
OSCR
Oscar Health, Inc.

Healthcare
13.7K
+ 77.85%
$12.83 - $17.3 $175K - $236K
31.2K $409K
EGAN
Egain Corp

Technology
36K
New
$4.7 - $7.15 $169K - $257K
36K $174K
POOL
Pool Corp

Industrials
935
+ 17.19%
$314.92 - $364.31 $294K - $341K
6.37K $2.03M
NSIT
Insight Enterprises Inc

Technology
1.27K
+ 16.06%
$149.36 - $174.13 $190K - $221K
9.18K $1.38M
MCHI
Ishares Msci China ETF

ETFs
2.51K
+ 54.19%
$43.71 - $58.65 $110K - $147K
7.14K $388K
NAVI
Navient Corp

Financial Services
16.2K
+ 32.44%
$12.63 - $14.66 $205K - $238K
66.3K $837K
SM
Sm Energy CO

Energy
18.4K
+ 42.75%
$27.15 - $44.69 $500K - $823K
61.5K $1.84M
GXO
Gxo Logistics, Inc.

Industrials
5.65K
+ 50.47%
$36.31 - $46.18 $205K - $261K
16.8K $658K
STGW
Stagwell Inc

Communication Services
31.3K
+ 89.99%
$5.93 - $6.75 $185K - $211K
66K $399K
CYH
Community Health Systems Inc

Healthcare
65.1K
+ 306.79%
$2.54 - $3.92 $165K - $255K
86.4K $233K
BOC
Boston Omaha Corp

Communication Services
11.6K
+ 5315.6%
$13.42 - $15.41 $156K - $179K
11.8K $172K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
10.2K
New
$16.48 - $19.07 $168K - $194K
10.2K $168K
BOX
Box Inc

Technology
5.81K
+ 37.52%
$30.22 - $35.39 $176K - $206K
21.3K $657K
ALLE
Allegion PLC

Industrials
1.29K
+ 10.51%
$123.79 - $135.5 $160K - $175K
13.6K $1.77M
FNDB
Schwab Fundamental U S Broad M

ETFs
7.65K
+ 18.17%
$22.52 - $24.48 $172K - $187K
49.8K $1.14M
BPMC
Blueprint Medicines Corp

Healthcare
1.58K
+ 8.13%
$86.69 - $115.63 $137K - $183K
21.1K $1.86M
PCTY
Paylocity Holding Corp

Technology
996
+ 57.24%
$183.21 - $217.86 $182K - $217K
2.74K $512K
MLKN
Millerknoll, Inc.

Consumer Cyclical
9.04K
+ 343.67%
$18.34 - $23.29 $166K - $211K
11.7K $223K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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